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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,192 | $102,429-11.0% | $147,096-38.0% | $80,925+12.7% |
| Participation rate | 44.4% | 75.9%-31.4pp | 82.2%-37.7pp | 67.7%-23.2pp |
| Annual return | 94.40% | 135.02%-40.6pp | 419.75%-325.3pp | 35.65%+58.8pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,608 | $6,649-15.6% | $8,071-30.5% | $4,299+30.5% |
| Admin fee / account holder | $50,044 | $7,957+528.9% | $13,005+284.8% | $6,940+621.1% |